Valeo Financial Advisors’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $577K | Hold |
|
|||||
|
2025
Q2 | $631K | Hold |
|
|||||
|
2025
Q1 | $660K | Hold |
|
|||||
|
2024
Q4 | $674K | Hold |
|
|||||
|
2024
Q3 | $717K | Hold |
|
|||||
|
2024
Q2 | $733K | Hold |
|
|||||
|
2024
Q1 | $761K | Hold |
|
|||||
|
2023
Q4 | $761K | Sell |
|
|||||
|
2023
Q3 | $949K | Hold |
|
|||||
|
2023
Q2 | $911K | Hold |
|
|||||
|
2023
Q1 | $891K | Hold |
|
|||||
|
2022
Q4 | $906K | Hold |
|
|||||
|
2022
Q3 | $845K | Hold |
|
|||||
|
2022
Q2 | $872K | Hold |
|
|||||
|
2022
Q1 | $1.01M | Hold |
|
|||||
|
2021
Q4 | $1M | Hold |
|
|||||
|
2021
Q3 | $975K | Buy |
|